CX Institutional’s iShares Global Consumer Staples ETF KXI Stock Holding History

CX Institutional’s Portfolio KXI Stock Details KXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60K	Sell	894 -5,490	-86%	-$373K	﹤0.01%	950
2026 Q1	$428K	Buy	6,384 +3,463	+119%	+$238K	0.01%	504
2025 Q4	$189K	Buy	2,921 +2,205	+308%	+$143K	0.01%	729
2025 Q3	$46K	Sell	716 -4,130	-85%	-$270K	﹤0.01%	958
2025 Q2	$317K	Buy	4,846 +4,837	+53,744%	+$317K	0.01%	493
2025 Q1	$1K	Sell	9 -12,314	-100%	-$765K	﹤0.01%	1175
2024 Q4	$743K	Buy	+12,323	New	+$777K	0.03%	292
2024 Q3	–	Sell	-6,733	Closed	-$405K	–	583
2024 Q2	$405K	Buy	+6,733	New	+$409K	0.02%	397

Other funds holding KXI

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

SMWM

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

CX Institutional's KXI Position: Q2 2026 in Review

CX Institutional reduced its iShares Global Consumer Staples ETF (KXI) stake by 86% in Q2 2026, selling an estimated $373K and leaving 894 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

CX Institutional first reported a position in KXI in Q2 2024 and has held it in 8 quarters since. The position peaked at $743K in Q4 2024. 12 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

CX Institutional held 894 shares of iShares Global Consumer Staples ETF worth $60K as of Q2 2026.
CX Institutional sold 5,490 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $373K.
iShares Global Consumer Staples ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #950 holding.
CX Institutional first reported a position in iShares Global Consumer Staples ETF in Q2 2024 and has held it in 8 quarters since.
CX Institutional's iShares Global Consumer Staples ETF position peaked at $743K in Q4 2024.
12 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.